Talson Differentiation

Talson’s team has decades of experience working on behalf of our clients, investing alongside them as partners

Experience Matters: Experience has always mattered, but in an investing environment in which all boats are no longer likely to rise, a deeper understanding of the elements of manager skill across a variety of metrics will be increasingly critical. Talson’s senior team members have long experience identifying exceptional investment opportunities and building portfolios for sophisticated clients.

Talson’s investment staff has portfolio management experience trading across asset classes and geographies, a clear differentiator, which provides insights that are hard to replicate and valuable to the investment process.

The senior investment team has a depth of experience building primarily custom portfolios for exacting clients across strategies, asset classes, and cycles.

The Talson allocation process is always executed by the senior team, supported by analysts and customized quantitative tools.

We think success going forward will be based on a solid understanding of certain fundamentals:

What has made for success historically—what strategies, methodologies, and structures have endured and succeeded across investment regimes and cycles?

What is further needed to build on that foundation in the current environment in order to succeed going forward?

What is the opportunity set, long and short, in a changing global macroeconomic environment? What are the risks?

How should portfolio construction change to encompass both greater opportunity and greater risk?